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D.A. Davidson & Co’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

D.A. Davidson & Co’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$772K Buy
13,878
+465
+3% +$25.7K ﹤0.01% 1058
2026
Q1 		$724K Buy
13,413
+4,215
+46% +$234K ﹤0.01% 1034
2025
Q4 		$498K Buy
9,198
+1,530
+20% +$82.6K ﹤0.01% 1145
2025
Q3 		$419K Buy
+7,668
New +$408K ﹤0.01% 1194

Other funds holding YLDE

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

D.A. Davidson & Co's YLDE Position: Q2 2026 in Review

D.A. Davidson & Co increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 3.5% in Q2 2026, buying an estimated $25.7K and bringing the position to 13,878 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

D.A. Davidson & Co first reported a position in YLDE in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

  • D.A. Davidson & Co held 13,878 shares of ClearBridge Dividend Strategy ESG ETF worth $772K as of Q2 2026.
  • D.A. Davidson & Co bought 465 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $25.7K.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1058 holding.
  • D.A. Davidson & Co first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.